ElevenAgents for Wealth Management
Voice agents purpose-built for Morgan Stanley
Deploy AI agents that handle client servicing, advisor prep, proactive outreach, and onboarding across phone, chat, and WhatsApp. In 70+ languages, around the clock.
Enterprise-grade security
SOC 2 Type 2 certified
Dedicated deployment team
ElevenAgents for Wealth Management
Voice agents purpose-built for Morgan Stanley
Deploy AI agents that handle client servicing, advisor prep, proactive outreach, and onboarding across phone, chat, and WhatsApp. In 70+ languages, around the clock.
Enterprise-grade security
SOC 2 Type 2 certified
Dedicated deployment team
ElevenAgents for Wealth Management
Voice agents purpose-built for Morgan Stanley
Deploy AI agents that handle client servicing, advisor prep, proactive outreach, and onboarding across phone, chat, and WhatsApp. In 70+ languages, around the clock.
Enterprise-grade security
SOC 2 Type 2 certified
Dedicated deployment team
Every client, expertly served
Hear how our agents extend your advisors' reach without replacing their touch.
of F500 companies use ElevenLabs
agents created
languages supported
Every client, expertly served
Hear how our agents extend your advisors' reach without replacing their touch.
of F500 companies use ElevenLabs
agents created
languages supported
Every client, expertly served
Hear how our agents extend your advisors' reach without replacing their touch.
of F500 companies use ElevenLabs
agents created
languages supported
Trusted by 7,500,000+ enterprises and brands
Trusted by 7,500,000+ enterprises and brands
Trusted by 7,500,000+ enterprises and brands
Conversational AI agents for every guest need
Client servicing
Advisor meeting preparation
Proactive client outreach
Client onboarding
The problem
Routine servicing requests - account updates, document requests, basic queries - consume advisor time that should be spent deepening relationships.
The solution
ElevenAgents handles routine servicing via voice - account queries, document collection, and scheduling - connecting to your CRM and systems via API.
Wealth teams using ElevenAgents for servicing can protect advisor capacity for the conversations that matter most.
Key capabilities
Account queries, updates, and document requests via voice
Appointment scheduling and confirmation
Secure client authentication and identity verification
CRM integration via API and webhooks
Conversational AI agents for every guest need
Client servicing
Advisor meeting preparation
Proactive client outreach
Client onboarding
The problem
Routine servicing requests - account updates, document requests, basic queries - consume advisor time that should be spent deepening relationships.
The solution
ElevenAgents handles routine servicing via voice - account queries, document collection, and scheduling - connecting to your CRM and systems via API.
Wealth teams using ElevenAgents for servicing can protect advisor capacity for the conversations that matter most.
Key capabilities
Conversational AI agents for every guest need
Client servicing
Advisor meeting preparation
Proactive client outreach
Client onboarding
The problem
Routine servicing requests - account updates, document requests, basic queries - consume advisor time that should be spent deepening relationships.
The solution
ElevenAgents handles routine servicing via voice - account queries, document collection, and scheduling - connecting to your CRM and systems via API.
Wealth teams using ElevenAgents for servicing can protect advisor capacity for the conversations that matter most.
Key capabilities
Account queries, updates, and document requests via voice
Appointment scheduling and confirmation
Secure client authentication and identity verification
CRM integration via API and webhooks
Extend your advisors without replacing them
Conversational AI agents built for the compliance requirements, operational demands, and relationship standards of wealth management.
Protect the client experience
A robotic response erodes years of relationship-building. Whether a client is anxious, reassured, or ready to act - Expressive Mode adjusts tone to match the moment.
Scale without scaling headcount
Market volatility, tax season, and life events create contact moments no advisory team can absorb. ElevenAgents handles the volume without compromising quality.
Meet security and compliance needs
ElevenAgents meets wealth management's compliance requirements. SOC 2 Type 2, PCI DSS L1, GDPR-assessed, US and EU data residency.
Extend your advisors without replacing them
Conversational AI agents built for the compliance requirements, operational demands, and relationship standards of wealth management.
Protect the client experience
A robotic response erodes years of relationship-building. Whether a client is anxious, reassured, or ready to act - Expressive Mode adjusts tone to match the moment.
Scale without scaling headcount
Market volatility, tax season, and life events create contact moments no advisory team can absorb. ElevenAgents handles the volume without compromising quality.
Meet security and compliance needs
ElevenAgents meets wealth management's compliance requirements. SOC 2 Type 2, PCI DSS L1, GDPR-assessed, US and EU data residency.
Extend your advisors without replacing them
Conversational AI agents built for the compliance requirements, operational demands, and relationship standards of wealth management.
Protect the client experience
A robotic response erodes years of relationship-building. Whether a client is anxious, reassured, or ready to act - Expressive Mode adjusts tone to match the moment.
Scale without scaling headcount
Market volatility, tax season, and life events create contact moments no advisory team can absorb. ElevenAgents handles the volume without compromising quality.
Meet security and compliance needs
ElevenAgents meets wealth management's compliance requirements. SOC 2 Type 2, PCI DSS L1, GDPR-assessed, US and EU data residency.
How Expressive Mode works
1
Client calls in frustrated
Scribe v2 Realtime detects emotional cues in the client’s voice - identifying frustration, urgency, or confusion in milliseconds.
2
Agent responds with the right tone
V3 adjusts delivery using cue cards you define - reassuring on disputes, enthusiastic on upgrades, apologetic on failures.
3
Conversation resolves naturally
Natural turn-taking keeps the dialogue flowing. If the situation requires human judgment, agent hands off with full context.
How Expressive Mode works
1
Client calls in frustrated
Scribe v2 Realtime detects emotional cues in the client’s voice - identifying frustration, urgency, or confusion in milliseconds.
2
Agent responds with the right tone
V3 adjusts delivery using cue cards you define - reassuring on disputes, enthusiastic on upgrades, apologetic on failures.
3
Conversation resolves naturally
Natural turn-taking keeps the dialogue flowing. If the situation requires human judgment, agent hands off with full context.
How Expressive Mode works
1
Client calls in frustrated
Scribe v2 Realtime detects emotional cues in the client’s voice - identifying frustration, urgency, or confusion in milliseconds.
2
Agent responds with the right tone
V3 adjusts delivery using cue cards you define - reassuring on disputes, enthusiastic on upgrades, apologetic on failures.
3
Conversation resolves naturally
Natural turn-taking keeps the dialogue flowing. If the situation requires human judgment, agent hands off with full context.
Built for the moments that matter most
Guest experience is won and lost in seconds. ElevenAgents is built to handle each one.
Markets move overnight. A client calls anxious about their portfolio. ElevenAgents responds calmly and books an advisor call.
A high-value client hasn't been contacted in months. ElevenAgents reaches out with a relevant, timely conversation.
An advisor has six calls before noon. ElevenAgents delivers a voice briefing for each - context and highlights ready before they dial.
A new client signs documents late at night. ElevenAgents follows up instantly - answering questions and capturing preferences.
Built for the moments that matter most
Guest experience is won and lost in seconds. ElevenAgents is built to handle each one.
Markets move overnight. A client calls anxious about their portfolio. ElevenAgents responds calmly and books an advisor call.
A high-value client hasn't been contacted in months. ElevenAgents reaches out with a relevant, timely conversation.
An advisor has six calls before noon. ElevenAgents delivers a voice briefing for each - context and highlights ready before they dial.
A new client signs documents late at night. ElevenAgents follows up instantly - answering questions and capturing preferences.
Built for the moments that matter most
Guest experience is won and lost in seconds. ElevenAgents is built to handle each one.
Markets move overnight. A client calls anxious about their portfolio. ElevenAgents responds calmly and books an advisor call.
A high-value client hasn't been contacted in months. ElevenAgents reaches out with a relevant, timely conversation.
An advisor has six calls before noon. ElevenAgents delivers a voice briefing for each - context and highlights ready before they dial.
A new client signs documents late at night. ElevenAgents follows up instantly - answering questions and capturing preferences.
Integrated with every tool you already use
ElevenLabs fits into your existing stack with native CRM, telephony, and wealth platform integrations for fast, non-disruptive deployment.
Integrated with every tool you already use
ElevenLabs fits into your existing stack with native CRM, telephony, and wealth platform integrations for fast, non-disruptive deployment.
Integrated with every tool you already use
ElevenLabs fits into your existing stack with native CRM, telephony, and wealth platform integrations for fast, non-disruptive deployment.
Answers to common questions
Answers to common questions
Answers to common questions
ElevenAgents includes native connectors to Salesforce, Zendesk, and ServiceNow. For wealth platforms and proprietary systems, our forward deployed engineering team works with you directly via APIs and webhooks. ElevenAgents is designed to sit alongside your existing AI infrastructure - not replace it.
ElevenAgents supports 70+ languages with natural-sounding voice across a broad range of accents and dialects. A single agent configuration can be deployed globally - no need to rebuild per market. Language detection is automatic, so clients are handled in their preferred language without menu selection.
ElevenAgents transfers to advisors in real time when a conversation requires it - triggered by query complexity, client tier, escalation request, or configurable rules your team defines. The full conversation transcript and context transfer with the handoff, so the advisor has everything they need before they say hello.
Wealth teams using ElevenAgents typically target improvements in advisor capacity, client contact frequency, and onboarding speed. We work with your team to define success metrics against the KPIs that matter - advisor utilization, client satisfaction, and time-to-relationship for new clients.
ElevenAgents holds PCI DSS Level 1 certification (externally validated) and is independently audited annually for GDPR compliance. We offer US and EU data residency, Zero Retention Mode, and end-to-end encryption. Our team works with your legal and compliance teams to configure deployments to your specific regulatory requirements.
ElevenAgents integrates with wealth platforms and CRM systems via our open API and webhook framework. Our forward deployed engineering team works with you to scope and deploy the integration alongside your existing technology stack - including any AI infrastructure already in place.
ElevenAgents gives you full control over agent behavior through configurable guardrails, deterministic workflows, and a no-code workflow builder. Every conversation is logged with a full transcript. Our team works with you to define the scope of each agent - what it handles, when it escalates, and how it represents your brand in every interaction.
Expressive Mode is a capability available in ElevenAgents that uses real-time speech signals to infer emotion and adapt tone - responding with more composure when a client is anxious, more warmth when they need reassurance, and more clarity when they're ready to act. It is powered by Eleven v3 Conversational and a new turn-taking system that improves response timing and reduces interruptions.
ElevenAgents includes native connectors to Salesforce, Zendesk, and ServiceNow. For wealth platforms and proprietary systems, our forward deployed engineering team works with you directly via APIs and webhooks. ElevenAgents is designed to sit alongside your existing AI infrastructure - not replace it.
ElevenAgents supports 70+ languages with natural-sounding voice across a broad range of accents and dialects. A single agent configuration can be deployed globally - no need to rebuild per market. Language detection is automatic, so clients are handled in their preferred language without menu selection.
ElevenAgents transfers to advisors in real time when a conversation requires it - triggered by query complexity, client tier, escalation request, or configurable rules your team defines. The full conversation transcript and context transfer with the handoff, so the advisor has everything they need before they say hello.
Wealth teams using ElevenAgents typically target improvements in advisor capacity, client contact frequency, and onboarding speed. We work with your team to define success metrics against the KPIs that matter - advisor utilization, client satisfaction, and time-to-relationship for new clients.
ElevenAgents holds PCI DSS Level 1 certification (externally validated) and is independently audited annually for GDPR compliance. We offer US and EU data residency, Zero Retention Mode, and end-to-end encryption. Our team works with your legal and compliance teams to configure deployments to your specific regulatory requirements.
ElevenAgents integrates with wealth platforms and CRM systems via our open API and webhook framework. Our forward deployed engineering team works with you to scope and deploy the integration alongside your existing technology stack - including any AI infrastructure already in place.
ElevenAgents gives you full control over agent behavior through configurable guardrails, deterministic workflows, and a no-code workflow builder. Every conversation is logged with a full transcript. Our team works with you to define the scope of each agent - what it handles, when it escalates, and how it represents your brand in every interaction.
Expressive Mode is a capability available in ElevenAgents that uses real-time speech signals to infer emotion and adapt tone - responding with more composure when a client is anxious, more warmth when they need reassurance, and more clarity when they're ready to act. It is powered by Eleven v3 Conversational and a new turn-taking system that improves response timing and reduces interruptions.
ElevenAgents includes native connectors to Salesforce, Zendesk, and ServiceNow. For wealth platforms and proprietary systems, our forward deployed engineering team works with you directly via APIs and webhooks. ElevenAgents is designed to sit alongside your existing AI infrastructure - not replace it.
ElevenAgents supports 70+ languages with natural-sounding voice across a broad range of accents and dialects. A single agent configuration can be deployed globally - no need to rebuild per market. Language detection is automatic, so clients are handled in their preferred language without menu selection.
ElevenAgents transfers to advisors in real time when a conversation requires it - triggered by query complexity, client tier, escalation request, or configurable rules your team defines. The full conversation transcript and context transfer with the handoff, so the advisor has everything they need before they say hello.
Wealth teams using ElevenAgents typically target improvements in advisor capacity, client contact frequency, and onboarding speed. We work with your team to define success metrics against the KPIs that matter - advisor utilization, client satisfaction, and time-to-relationship for new clients.
ElevenAgents holds PCI DSS Level 1 certification (externally validated) and is independently audited annually for GDPR compliance. We offer US and EU data residency, Zero Retention Mode, and end-to-end encryption. Our team works with your legal and compliance teams to configure deployments to your specific regulatory requirements.
ElevenAgents integrates with wealth platforms and CRM systems via our open API and webhook framework. Our forward deployed engineering team works with you to scope and deploy the integration alongside your existing technology stack - including any AI infrastructure already in place.
ElevenAgents gives you full control over agent behavior through configurable guardrails, deterministic workflows, and a no-code workflow builder. Every conversation is logged with a full transcript. Our team works with you to define the scope of each agent - what it handles, when it escalates, and how it represents your brand in every interaction.
Expressive Mode is a capability available in ElevenAgents that uses real-time speech signals to infer emotion and adapt tone - responding with more composure when a client is anxious, more warmth when they need reassurance, and more clarity when they're ready to act. It is powered by Eleven v3 Conversational and a new turn-taking system that improves response timing and reduces interruptions.
Get started with ElevenAgents for wealth
Deploy voice agents that serve clients and support advisor teams in 70+ languages. SOC 2 Type 2 certified.
Trusted by 7.5M+
•
No credit card, cancel anytime
Get started with ElevenAgents for wealth
Deploy voice agents that serve clients and support advisor teams in 70+ languages. SOC 2 Type 2 certified.
Trusted by 7.5M+
•
No credit card, cancel anytime
Get started with ElevenAgents for wealth
Deploy voice agents that serve clients and support advisor teams in 70+ languages. SOC 2 Type 2 certified.
Trusted by 7.5M+
•
No credit card, cancel anytime